After accepting access (if you choose to), You'll get a message that autoCrat has been installed:ġ. For autoCrat to work, however, it does need access to all of these privileges to send email, read documents, create documents, etc. This seems like a lot of access to your data, and it's true, it is. You'll be prompted to grant permissions to the autoCrat application. Do a search for AutoCrat, then choose to install the version published by New Visions CloudLab. Open the "Extensions" menu, hover over "Add-ons", and select "Get add-ons.". Open the Google Sheet that's going to be your data source. Once you're all set with your template document and your Google Sheet o' data, you're ready to get AutoCrat-ing!ġ. It's helpful if your tags match your the data columns exactly (including case and number of spaces).Ĭheck out the example below, and notice how all of my tags match the columns in my spreadsheet. Tags in autoCrat are simply the names of your spreadsheet columns, enclosed in double angle brackets, like this: >. If you're creating a letter, for instance, you should compose the letter first. At every point in the letter where you'd like to import data from your spreadsheet (such as in the salutation or address), you'll want to insert a tag. This document will be the model for all of the documents created by your merge. ![]() The other thing you'll need is a template document. In other words, it's much more useful to have a Title, a First Name, and a Last Name column rather than just the entire name in one cell. It's best practice to separate every piece of data that you can into separate columns. The data in each column should also be uniform and complete.įor example, if your 'State' column has abbreviations ("NJ"), full state names ("New Jersey"), blank cells, or other irregularities, you'll see some problems with your mail merge. The first row (row 1) of your data set should have clear, short, descriptive headers. That is, it should look something like this: It's important that this data set is as clean as you can make it. Your source data is the information that Autocrat will use to fill in the names and addresses (and whatever other information you want to use) in your finished documents. This tutorial will walk you through the steps of preparing for your first mail merge, installing the AutoCrat extension, and performing the merge.īefore you get started, you'll need two things already composed and ready. While it's published by a nonprofit educational organization and has a solid reputation, you may want to think twice before using it to process extremely sensitive data. For it to work, it needs to be able to access the data in your Drive.
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